“smallcases have a lot of advantages over conventional DIY portfolios like 1-click rebalance, back-end accounting of dividends, auto-calculating entry position sizes & no hassle of google sheets”
Alok Jain
Changing How
India Invests
For SEBI-registered Entities
Start or scale up your research & advisory practice using Publisher
For Financial Planners
Introduce your clients to exclusive portfolios by India's top finance experts
For Investment Platforms
Enable investments in stocks, ETFs, smallcases on your app using Gateway
For Brokers
Offer smallcases to retail investors & widen your distribution
Publisher
Enabling professionals supercharge their research
An all-in-one platform for SEBI-registered entities like Investment Advisors & Research Analysts.
Ready-made SaaS infra to distribute research, onboard new users, push portfolio updates, send communication & more.
Powerful. Flexible. Freedom from spreadsheets.
Share
Transforming modern financial planning
Offer exclusive portfolios managed by India’s top finance experts to your clients.
Efficiently track your client’s progress via fully automated & intelligent dashboards.
Paperless. Optimised. Easy-to-Use.
“The advantages of smallcases help us solve key problems we face in onboarding new clients, especially millennials”
NK Purohit, Head Digital
Gateway
Putting the invest button on the internet
Enables any non-broking platform to offer exchange-traded products (stocks, ETFs, smallcases) natively.
Seamlessly open accounts, import client portfolios & deliver a superior transaction experience leveraging top brokers.
Non-intrusive. Fully compliant. No infra needed.
“With the launch of stock & ETF transactions, we not only provide our users exclusive trading recommendations, independent equity analysis, and actionable investment ideas but also an opportunity to buy and sell.”
Puneet Singhvi, President - Network18 Digital
Brokers
Offering healthy investment products to retail investors
Offer modern, diversified & personalized investment products to your customers with smallcases
Enhance product offerings, widen your distribution & generate brokerage revenue for every transaction
Simple. Sticky. Revenue-generating.
Ravi Varanasi
CBO,
NSE
“smallcase is an inbuilt tool that encourages investors towards diversification and thinking portfolios rather than just stocks”
15 Lakh+
Investors
100+
Businesses Supported
10
Broker Partners
₹5000+ Cr
Amount Transacted